DiversiviewLENSELL
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My Stocks PortfolioPeeksoft
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Related Products
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About
Diversiview by LENSELL is a cloud-powered platform for advanced portfolio analytics and optimisation, designed to support both individual investors and financial professionals in elevating portfolio performance.
With Diversiview, users can:
-Compute key portfolio metrics such as expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, recovery time and more.
-Examine diversification in detail at the individual investment level.
-Explore projected outcomes for the current allocation alongside thousands of alternative portfolio configurations.
-Determine efficient allocations along the Efficient Frontier — including the Minimum Risk, Optimal, and other efficiency-driven portfolios — powered by our proprietary Dual-Objective Optimisation Approach (DOOA).
- Run backtests to assess portfolio strategy performance over time.
Advisers: the platform also provides the ability to store unlimited portfolios, link them to clients, define benchmarks, build model portfolio
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About
Track stocks and equity, funds, ETFs, currencies in the stock market, and unlisted equity. Manage your stock portfolios and view performance over time, with metrics such as realized gains, unrealized gains, daily and total changes, and annualized gains. Stock market news feed and news for each stock quote. Customize which international markets to retrieve news for. Convert stock portfolios to one currency using real-time foreign exchange rates - mix stock quotes and holdings from different stock markets and display it using a currency of your choice. View allocation balance of each stock holding in your overall portfolio with pie charts. Multiple stocks portfolios support - track multiple stock markets, stock portfolios, or watchlists.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Retail investors, Financial advisors, Financial planners, Investment professionals
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Audience
Investors that need a powerful Stock Portfolio Management solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
Free
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationLENSELL
Founded: 2020
Australia
diversiview.online
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Company InformationPeeksoft
peeksoft.co
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Alternatives |
Alternatives |
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Categories |
Categories |
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Stock Portfolio Management Features
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
Alpaca
Bitcoin
CAS 360
CommSec
Ethereum
Fidelity
Google Drive
Interactive Brokers
Litecoin
Robinhood
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Integrations
Alpaca
Bitcoin
CAS 360
CommSec
Ethereum
Fidelity
Google Drive
Interactive Brokers
Litecoin
Robinhood
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